Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTFX (INTERMEDIATE TAX-FREE BOND FUND INVESTOR) | NA | -2.04% | 0.40% | 1.17% | 2.69% | 2.66% | 3.29% | … | … |
Data as of 06/29/2018, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTFX (INTERMEDIATE TAX-FREE BOND FUND INVESTOR) | 06/21/1996 | 06/29/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.04 | 0.40 | 1.17 | 2.69 | 2.66 | 3.29 | … | … | -2.55 | 2.27 | -0.09 | 1.18 | 4.42 | -1.68 | 3.58 | 9.55 | 1.69 | 6.46 | 3.89 | 3.90 | 2.59 | 1.45 | 2.44 | 3.86 | 7.81 | 4.41 | 9.81 | -1.87 | 5.46 | 7.31 | 4.97 |
| Sharpe Ratio | NA | -1.78 | -0.06 | 0.53 | 1.10 | NA | NA | … | … | -3.64 | 1.01 | -0.18 | 0.83 | 3.20 | -0.68 | 1.84 | 3.75 | 0.58 | 2.00 | 0.90 | 0.46 | -0.56 | -0.49 | 0.49 | 1.05 | 2.40 | 0.82 | 2.32 | -2.02 | 0.80 | 1.47 | 2.03 |
| Standard Deviation(%) | NA | 1.71 | 1.59 | 1.58 | 2.28 | NA | NA | … | … | 1.73 | 1.59 | 1.64 | 1.40 | 1.38 | 2.52 | 1.93 | 2.54 | 2.74 | 3.18 | 3.23 | 1.65 | 1.47 | 1.64 | 2.98 | 3.00 | 2.78 | 2.41 | 2.40 | 2.60 | 2.51 | 2.46 | 2.96 |
| Draw Down(%) | NA | 3.26 | 3.26 | 3.26 | 5.97 | NA | NA | … | … | 2.65 | 1.56 | 3.23 | 1.69 | 0.71 | 4.77 | 2.04 | 1.93 | 5.15 | 2.83 | 4.78 | 1.03 | 0.93 | 1.66 | 4.77 | 3.80 | 2.95 | 2.97 | 2.90 | 4.41 | 1.56 | 1.69 | 1.29 |
| Yield(%) | 0.00 | 3.01 | 2.49 | 2.54 | 2.93 | 3.01 | 3.44 | … | … | 1.77 | 2.07 | 2.45 | 2.23 | 2.68 | 2.88 | 2.42 | 3.52 | 2.81 | 3.04 | 3.43 | 3.54 | 2.93 | 4.17 | 3.84 | 3.54 | 4.39 | 4.81 | 4.68 | 4.84 | 4.70 | 5.36 | 2.73 |
Data as of 06/29/2018, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTFX (INTERMEDIATE TAX-FREE BOND FUND INVESTOR) |
0.31%
May 2015 – May 2018 |
0.64%
Apr 2013 – Apr 2018 |
2.62%
May 2008 – May 2018 |
2.63%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTFX (INTERMEDIATE TAX-FREE BOND FUND INVESTOR) |
7.93%
May 2000 – May 2003 |
5.86%
Jan 2000 – Jan 2005 |
4.75%
Jan 2000 – Jan 2010 |
4.63%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart